Licensed Client Service Administrator

🕒 July 28

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $60k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 23%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Prepare applications and paperwork to implement recommendations from the advisory team • Work with brokerage accounts, insurance policies, mutual fund accounts, and annuities • Track insurance applications through underwriting • Monitor pending recommendation implementation and ensure tasks are completed • Prepare and send client paperwork for money movement and account services • Process brokerage transactions requested by advisory and planning teams • Follow up with clients to complete paperwork and applications • Track transactions and services through completion • Become the team expert in paperwork, transactions, and applications • Maintain team procedures for processing transactions and paperwork • Adapt procedures to Thrivent changes and new efficiencies • Research and resolve processing issues with the home office • Research and help develop procedures for new product lines and products • Perform other duties as assigned • Report to the Director of Operations and work as part of the client service team

🎯 Requirements

• Series 7/66 licensing • State Life and Health insurance licensing • Experience working with financial advisors on implementation • Excellent communication skills, verbal and written • Ability to thrive in high volume, fast paced environment • Strong attention to detail • Knowledge of Microsoft Word, Excel, Outlook, Salesforce, and DocuSign, or ability to learn • Ability to work independently, prioritize tasks, and self-direct to meet deadlines • Ability to maintain the integrity of sensitive/confidential information • Desire to work collaboratively and support peers • Successful background verification required • Fingerprints required as part of FINRA registration process • Outside brokerage accounts must be maintained at firms designated by TIMI

🏖️ Benefits

• 80 hours of Paid Time Off in first year • 20 hours Volunteer Time Off in first year • Simple IRA plan with employer match • Health insurance plan premium reimbursement